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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,530 | $102,382-20.4% | $147,005-44.5% | $80,874+0.8% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 15.27% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,102 | $6,646+172.4% | $8,070+124.3% | $4,297+321.3% |
| Admin fee / account holder | $27 | $7,942-99.7% | $13,006-99.8% | $6,935-99.6% |